Topic Options
#35532 - 02/14/13 09:11 AM Smart Finder: Starts with...
Samuel Kopstick Offline
Adagio Maestro

Registered: 06/15/07
Posts: 920
Loc: GTA & North America (Remote Su...
Smart Finder

We would like to display all Vendors that Start With: S or RIC(for example).

There does not seem to be an option for "starts with". Is this possible?
_________________________
Samuel Kopstick
S Kopstick & Associates Inc
Toronto, ON

Top
#35534 - 02/14/13 09:20 AM Re: Smart Finder: Starts with... [Re: Samuel Kopstick]
Bruce Gardner Online   content
Adagio Wizard

Registered: 06/15/04
Posts: 3613
Loc: Toronto ON, Canada
Hi Samuel:
I know what you mean and think it would be a good addition to the SmartFinder especially since, in theory, it would be a faster search than "Contains".

However, you have another option. The "Find" button will allow search by Code, Name and Phone number. The "Name" option works starting with the leading characters. The "Find" button is available on the Vendor list screen and on transaction entry screens (invoice, payment, adjustment).
_________________________
Bruce Gardner
ARX Business Solutions Inc.

Top
#35535 - 02/14/13 09:28 AM Re: Smart Finder: Starts with... [Re: Bruce Gardner]
Michael Mulrooney Offline
Adagio Virtuoso

Registered: 02/07/02
Posts: 839
Loc: Vancouver, BC
Using Find with S..... or RIC... Down Aroww will get you what you want

Top
#35536 - 02/14/13 09:36 AM Re: Smart Finder: Starts with... [Re: Michael Mulrooney]
Samuel Kopstick Offline
Adagio Maestro

Registered: 06/15/07
Posts: 920
Loc: GTA & North America (Remote Su...
Michael, there is no "Find with" in F6 - Smart Finder.

The client is using Vendor #'s that are not related to the Vendor Name.
The Vendor # may be 30003, but the name may be Rich Inc.
_________________________
Samuel Kopstick
S Kopstick & Associates Inc
Toronto, ON

Top
#35537 - 02/14/13 09:40 AM Re: Smart Finder: Starts with... [Re: Samuel Kopstick]
Softrak Support Online   happy

Adagio Action Team

Registered: 03/09/99
Posts: 11547
Loc: Vancouver, BC Canada
Hi Samuel,

Michael's comment was to not use the smartfinder. Just use the 'Find' button -either in batch entry or on the Edit Customer screen - type the first few characters such as S or RIC into the vendor name field, and press F5 or the down arrow key. The name finder grid will be sorted by name and positioned at the first vendor that has those characters at the beginning. This is much faster than a smart finder search anyhow.

If you wanted to search for vendor codes that start with a particular character, you can do either what Michael indicated, or enable the 'auto-fill' option in the Company Profile to insert periods after the character you type into the vendor field (after pressing F5 or down arrow). This will position the F5 finder in the vendor code to the first code that starts with the character(s) and also faster than smart finder.


Edited by Softrak Support (02/14/13 09:45 AM)
_________________________
Regards,
Softrak Tech Support

Top
#35549 - 02/14/13 11:40 AM Re: Smart Finder: Starts with... [Re: Samuel Kopstick]
Retired_Guy Offline
Adagio Master

Registered: 03/16/99
Posts: 10504
Loc: Canada
Use "Find" (F5) and put "RIC" in the name field and press down arrow. Instant lookup and Adagio will automatically place the cursor in the Name field the next time F5 is pressed.
_________________________
Andrew Bates

Top
#35559 - 02/14/13 07:21 PM Re: Smart Finder: Starts with... [Re: Retired_Guy]
Samuel Kopstick Offline
Adagio Maestro

Registered: 06/15/07
Posts: 920
Loc: GTA & North America (Remote Su...
Andrew, you (and Bruce, Michael & the Tech Team) are all correct - the Find button does all this.
But we were initially using F5 and F6, not Find.

I have to get the users to use ALT-F as well as F5/F6. (I guess that we cannot get a one-button-does-all for searching. We have to alternate between one of three methods for finding records.)
_________________________
Samuel Kopstick
S Kopstick & Associates Inc
Toronto, ON

Top
#35561 - 02/14/13 08:19 PM Re: Smart Finder: Starts with... [Re: Retired_Guy]
Bruce Gardner Online   content
Adagio Wizard

Registered: 06/15/04
Posts: 3613
Loc: Toronto ON, Canada
Andrew:
I think Sam's original suggestion still makes sense. Not all fields are indexed and available on the "Find" button. For instance, if looking for all Customers in the city of Vancouver, a search using "Starts with" = "VAN" would get only Vancouver and not Estevan. Probably not the best example because there are other better ways to get that result. But adding "Starts with" would be a better tool in some cases to produce a shorter and possibly faster result list.
_________________________
Bruce Gardner
ARX Business Solutions Inc.

Top
#35579 - 02/15/13 09:39 AM Re: Smart Finder: Starts with... [Re: Bruce Gardner]
Retired_Guy Offline
Adagio Master

Registered: 03/16/99
Posts: 10504
Loc: Canada
Hi Bruce,

Adding both "Starts with..." and "Ends with.." to the SmartFinder possible operations is on our suggested improvements list.

BTW - You could user Filters to show the customers too.

Sam: Of course, this would not be such a problem if your client's customer codes began RIC... rather than 9050.
_________________________
Andrew Bates

Top


Moderator:  Christa_Meissner 
Who's Online
0 registered (), 187 Guests and 0 Spiders online.
Key: Admin, Global Mod, Mod
Forum Stats
1865 Members
5 Forums
14465 Topics
70658 Posts

Max Online: 432 @ 01/20/25 10:17 PM
April
Su M Tu W Th F Sa
1 2 3 4 5
6 7 8 9 10 11 12
13 14 15 16 17 18 19
20 21 22 23 24 25 26
27 28 29 30